Dat NT

Persona #860 #1629 ....

[Dat NT @dat1892]

@CryptoJar_Net Team stake to take yield of holders lol
Next unlock they stake more 10 20 30% then go 5-10% lol

[Dat NT @dat1892]

@Lee_Tuanx Xưa bác này lm nên gfi nay nghỉ r ạ

[Henry Martinez @HenryMa79561893]

Cole Allen

[Kudō @kudodefi]

Henry Martinez, NASA, PEPE, Trump, Aliens, Time Travel.

Sau vụ Trump human lại được feed nhiều thông tin đẳng cấp quá. Cảnh này như kiểu big event sắp đến. Hy vọng các bác để thị trường yên ổn thêm mấy ngày 😂

[Dat NT @dat1892]

@TuanNguyen_6789 :))) hay lắm tón

[Dat NT @dat1892]

@gutsberserk2010 Vấn đề là fdv nó bán ở mức 1 tỷ đô

[Punktastik @Inpunkcrypto]

BACKPACK - TGE

El farming de airdrops tiene un problema estructural que casi nadie analiza en frío:

📍El coste por punto rara vez se calcula con cabeza justo en el momento donde más fomo hay.

Y cuando entra el fomo, la racionalidad sale, @Backpack es probablemente uno de los mejores casos de estudio para entender esto.

📍Muchas veces farmeamos sin tener claro en qué punto del ciclo estamos o en cuál estamos entrando.

Vemos una narrativa fuerte, un producto sólido, un equipo potente y una proyección enorme, pero ignoramos una variable decisiva.

SI el timing no acompaña a futuro, el farming puede dejar de tener sentido en relación entre puntos obtenidos, fees pagadas y capital arriesgado.

📍Llega el fomo, no querer quedarse fuera, ver a todos bullish, no querer quedarse con pocos puntos, pensar que quizá estamos delante del próximo gran airdrop del ciclo.

Y es ahí donde lo orgánico deja de ser orgánico.

Empiezas optimizando de más, forzando actividad, pagando más fees de la cuenta y asumiendo costes que en otro contexto quizá nunca habrías aceptado, usando bots como un degen etc...

✅Cuando la realidad es que en crypto, si cogemos los últimos airdrops de estos tres años, solo HYPE y ASTER han mantenido el precio. El otro 99% no.

La mayoría están en caídas del -80%/-90%, algunos en -60%/-70%, en general, mal.

📍Por eso mucha gente entró en Backpack con esa mentalidad, ser ese 1%

Aunque el coste por punto pareciera alto, seguía existiendo la expectativa de que el mercado terminaría pagándolo.

📍Durante todo este tiempo se recibieron cientos de actualizaciones, ya que Backpack no es solo un exchange es una arquitectura híbrida, exchange centralizado, wallet self-custody multichain, integración dentro del ecosistema Solana y una comunidad histórica como Mad Lads detrás.

📍El problema no era tanto el producto como el contexto en el que se farmearon los puntos.

Todo el farming de Backpack se dio en un momento de mercado muy alcista, donde los volúmenes se disparaban y la sensación general era que todo podía ir todavía mucho más arriba.

En ese entorno, el usuario medio veía cifras brutales y asumía que la valoración futura del proyecto acompañaría ese nivel de actividad.

Y ahí es donde aparece la gran distorsión. Durante los momentos más fuertes del farming, el volumen era tan alto que parecía lógico asumir una valoración muchísimo mayor en el lanzamiento.

Veías el volumen en perps 24 horas con volúmenes gigantescos, recibías noticias constantemente y el producto estaba en boca de todos, pagar 0,30$–0,40$ por punto parecía incluso una oportunidad razonable.

Pero una cosa es el volumen y otra muy distinta la calidad de ese volumen. Ahí está una de las claves del caso Backpack. Gran parte de esa actividad estaba claramente condicionada por el incentivo.

No era necesariamente volumen orgánico de usuarios con convicción, sino capital rotando para acumular puntos. Y eso cambia completamente cómo debe leerse el dato.

✅Entonces.... Se sobrefarmeó Backpack? Probablemente SI.

Pero decir eso no equivale a decir que el producto sea malo. Son dos debates distintos. Se puede haber sobrefarmeado un producto muy bueno, y este es probablemente el caso.

Backpack puede seguir siendo un producto potente a largo plazo aunque el farming, las expectativas y el timing del TGE no hayan estado bien alineados.

La parte dolorosa vino cuando la realidad no encajó con la expectativa creada. Mucha gente asumió valoraciones y retornos porque el contexto invitaba a ello.

Por eso el golpe fue tan fuerte no porque Backpack fuera humo, sino porque la comunidad construyó una expectativa muy superior al resultado en relación al coste asumido.

📍Y aquí hay un punto clave, no vale la explicación de “a mí el precio me da igual”. NO. El precio sí importa.

Importa porque el farming ha supuesto un gasto real de dinero para miles de personas. Si incentivas a gastar capital para obtener puntos, el equivalente final (el token) no puede ser irrelevante.

En mi opinión, el escenario ideal habría sido dejar salir al menos en break even o en profit a la comunidad inicial. Es decir FDV ALTO.

Porque esa comunidad puso el volumen, la narrativa, el eco y la visibilidad del proyecto.

Puedes tener una gran idea, pero si la comunidad no te acompaña, no escalas. En etapas iniciales, la comunidad lo es todo.

📍Y aquí entra Mad Lads. No como simple NFT, sino como origen de todo.

Una de las comunidades más OG de Solana, clave para recaudar capital, crear identidad y posicionar al equipo. Además, tuvo utilidad dentro del ecosistema (ahorro de fees), lo cual fue un acierto. ya que actualmente no hay narrativa activa en NFTS.

📍Ahora bien, hoy Mad Lads parece desconectado del crecimiento del producto. Y es dopnde tendran que elegir que camino tomar.

✅ Imo, aquí hay margen claro de mejora.

Conectar Mad Lads + token $BP + perp DEX mediante un sistema de tiers basado en tiempo de holding o staking.

Menos fees, perks, acceso prioritario o incluso reparto ligado a actividad.

📍Si Backpack quiere competir contra grandes players del sector perps, la clave no es solo el producto, es convertir farmers en usuarios reales.

El volumen incentivado no dura.

El volumen orgánico sí.

Y esa transición es lo que define el éxito.

✅No creo que Backpack sea un scam ni que vaya a morir.

He visto mucho FUD y ataques al equipo, y especialmente a @armaniferrante pero no lo compro.

Sí se puede criticar la ejecución, el timing o la gestión de expectativas. Eso es totalmente legítimo. Pero una mala decisión no convierte un buen producto en fraude.

Backpack sigue teniendo producto, comunidad y potencial real, especialmente si el perp DEX consolida.

Ahora mismo, el reto de Backpack no es prometer más, es reconstruir confianza y convertir el farming en adopción real.

Punk

[Dat NT @dat1892]

@henvaibta C98 đỡ thảm hơn nhỉ 200 lần

[Tes Nguyen 🎒 @tesnguyeneth]

Once the FUD clears, a product with genuine value like @Backpack will continue to thrive.

What doesn't kill you makes you stronger.

Like I said, even if the initial $BP price wasn't impressive, nobody can fault Backpack's products.

FUD is our fuel. 🎒

[Joe Takayama | Backpack🎒 @TakayamaJoe]

BackpackのUSDC利回りが4％に戻ってきた🎒

[Dat NT @dat1892]

@Steven_Research Thu thuế tại sàn nào đã qui định rõ chưa bro mấy sàn chưa có giấy phép thì thu ntn truy thu ra sao cơ sở nào để truy thu

[Dat NT @dat1892]

@gnarleyjs @Backpack Soon test 0.1 again

[Armani Ferrante @armaniferrante]

On FUD.

FUD is an opportunity to either address misunderstandings or to identify mistakes and simply fix them. With every TGE, emotions run hot, as people focus on a single number, the token price, determining one’s feelings. It’s human nature, and because Backpack has such a large community around the world, spanning from advanced traders in Asia, to wallet users on every network, Mad Lad holders around the world, and everyone in between, the TGE is a time where people vocalize their views.

I would like to address several different topics I’ve seen floating around over the past few days to set the record straight and offer my perspective.

- OTC. I can’t believe I have to say this, no, we aren’t OTCing our own tokens to cash out. See the tokenomics. Fake news. End of story. What is true: buyers reached out to me and asked for OTC. I am happy to help buyers find more tokens. Unfortunately, due to the bad history of other crypto projects using OTC to cash out, folks assumed the worst when they saw me post about OTC in discord.

- Mad Lads. All existing Mad Lad holders pre-TGE retain their Backpack VIP status. New holders do not. Some like this, some hate this. I understand both perspectives. My perspective is that Mad Lads has always been an evolution alongside Backpack. We went from the whitelist games inside Backpack => pre-reveal inside Backpack => reveal boss inside Backpack => xNFT inside Backpack => airdrops inside Backpack => VIP points inside Backpack => the BP token. Each one of these stages created a clear path for Mad Lads to get to the next stage, always focusing on long term holders over people that come and go. There are people that follow the path, and people that do not. There are people that evolve with us and people that do not. Our approach from the day Mad Lads was born has always been to focus people on the Backpack product. Naturally, new people came into Mad Lads with their own pre-conceived notion of what it was or what it should be. This creates tension. But we have always had a strong vision and we will always stick to it. The people that use the product always get to the next stage, where every stage answers a single question: how do we push Backpack forward. When designing token utility, it’s a question of economics, and it would be a disservice to BP to not align incentives around it. There’s an additional nuance worth pointing out: Backpack is different from basically every other product that dropped a mined token because we KYC users and are selective about the regions we open up. Those users have been out of the game, so to speak, not because I want to do that–nothing upsets me more than not being able to serve users in a particular region (what founder would want that?)--but it’s because we have chosen the path of building a crypto native financial institution. That path is long and hard. For these users, we have maintained the path to get to the next stage and have communicated that. When we open up regions, these regions will get their drops, and we will be running new campaigns to get more drops just by using the product, and that brings everyone up to speed with the same VIP benefits of the original pre-TGE seasons. For the long term holders, nothing has changed. The key issue is with respect to new NFT holders. Some people will hate this. Some will think it’s sound economics. I understand both perspectives. We are doing what we think is best.

- Sybills. Our goal was to protect retail users competing for points against sophisticated players splitting accounts and giving themselves an unfair advantage over those that don’t. The mistake we made: our process was too black and white. From the team’s point of view, we had a line and we stuck to it. From the community’s point of view, the line is nuanced. We did not sufficiently take that into consideration.

- Price/FDV. With every token comes the human nature to think about the price at all times. There are good ways to think about price and there are clearly illegal ways to think about price. Our position is simple, we are building over a long period of time, and we are not making short term decisions. 24h post-TGE FDV is not a meaningful metric. Even 1 week post-TGE FDV is not a meaningful metric. If you ask anyone that’s ever built anything, they’ll tell you the same. Many people will take issue with that statement, and that’s ok. Ultimately, you have to look at our incentives and decide for yourself. The fact of the matter is that the team and I are incentivized to make Backpack a success with arguably the most extreme tokenomics ever created. What happens if the token goes to zero and stays there? Our company fails, and we get nothing. Some people might rebut saying that we get rich from the company revenue. No. That is simply not how companies work. We don’t get rich from a bad token price. We are punished in the most extreme possible way. And we are rewarded in the most extreme way only if we achieve all of our hopes and dreams. The way it should be. This is by design. Beyond this post you won’t see me talk about price or FDV. You will see me talking about building and creating long term value. And it’s only by doing that, can BP become a success.

Every project goes through trials and tribulations. This is certainly a moment for us. We are nothing without our community, and we will serve it in the best way we know how. I have complete conviction, I am all in, and the team is all in. Don’t trust us, look at the tokenomics to decide for yourself.

Thank you for reading this. Thank you especially to those that have supported us this week. It means a lot. We will continue to review the above, particularly the cases around sybils, and get back to building.

[fabiano.sol @FabianoSolana]

Two great updates for Seeker:

1. Phone is 50% off ($270) if you pay with $SKR

2. You get 2x Loopscale points for the next 3 months

So you could basically loop sHYUSD of Hylo and get:

- 24% APY
- 2x Hylo Points
- 2x Loopscale Points
- Seeker activity for S2

[Seeker | Solana Mobile @solanamobile]

What a week.

SKR is live and the Seeker family keeps growing 🔥

For a limited time: 50% off Solana Seeker when you pay with SKR.

Join us for Seeker Season 2 🧵

[Dat NT @dat1892]

@Starknet @StarkWareLtd Lol

[THENA @thenafi_]

444 likes and we'll publish it.

[Dat NT @dat1892]

Join me on Legion! Use my referral code to get rewards.

https://t.co/8MpY5lDO7i

[Dat NT @dat1892]

@KudoDefi Tâm lý k đổi

[THENA @thenafi_]

THENA V3,3 public beta is live, and the full upgrade timeline has been revealed!

Voting begins May 22, and new emissions kick off May 29.

Start here and get ready for what's next.
💜 https://t.co/HhJhQLdmMd